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February 2014 Archives

Baby boomers, inheritances and special considerations

Age demographics other than baby boomers (boomers being of the post-World War II baby surge from 1946 through 1964) might sometimes feel slighted by all the attention that seems to be paid to that group. In virtually every realm of interest, from politics to social mores, stories abound concerning how boomers feel, how they differ from other groups, how they will fare going forward and so forth.

Estate planning advice: Be thorough and timely, and revisit

One might reasonably think that, when it comes to estate administration, things are materially different in most respects for super wealthy individuals and families and their more "common" counterparts.

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